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| Keyboard |
| Classic Financial & Insurance Services Inc
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|
|---|---|
| CRD # | 120228 |
| SEC # | 801-135641 |
| CIK # | |
| AUM | 151.6 M (2026-03-10) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-230-2430 |
| Address | 2535 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 25.0 |
| (b) Individuals (high net worth individuals) | 43 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 12.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 151.6 |
| By Discretionary | ||
| Discretionary | 89 | 71.7 |
| Non-Discretionary | 126 | 79.9 |
| Total | 215 | 151.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.6 | |
| Total | 215 | 151.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The RENN Wealth Management Group Inc
✚
|
GA | 151.9 M |
|
Apple Tree Asset Management LLC
✚
|
IN | 151.9 M |
|
Providence Wealth Management LLC
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|
TN | 151.8 M |
|
Delta Wealth Advisors LLC
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|
151.8 M | |
|
Hershey Financial Advisers LLC
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|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
✚
|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
✚
|
TX | 151.7 M |
|
Bartley Financial Advisors LLC
✚
|
NH | 151.6 M |
|
Bright Investments LLC
✚
|
AL | 151.5 M |
|
Cramer & Rauchegger Inc
✚
|
FL | 151.4 M |